EACH OF THESE SYSTEMS STARTED WITH A QUESTION.
Firm owners bring us questions their software can’t answer on its own. Choose one to see the system we built in response, then open the full demo and try the filters yourself.
- New leads
- 196
- Consults held
- 90
- Retained clients
- 42
- Median first contact
- 27 min
Lead to retained client
No-shows are tracked separately and never counted as held.
Where retained clients came from
From the Intaker link saved to each Lawmatics lead.
These dashboards run on sample data. The firms and people in them are fictional.
What each system
does for the firm.
Intake and marketing attribution dashboard
A family law firm ran paid and organic campaigns but could not see which of them produced retained clients.
Lawmatics · Intaker · Clio ManageClio matter timeline and KPI dashboard
A firm had set clear targets: seven days for onboarding, fourteen for the second stage, seven months from opening to close.
Clio ManageLaw firm financial dashboard
The partners read revenue in Clio and expenses in QuickBooks, and they were replacing a separate KPI reporting service.
QuickBooks Online · Clio ManageCosmoLex referral reporting dashboard
A firm that relies on referrals wanted to see which referral relationships produced fees.
CosmoLexIntake automation console
A practice relied on staff to remember intake reminders, signature follow-ups and call-backs, each sent from a different app.
Clio Grow · RingCentral · DocuSign
Platforms we work in
- Clio consultingClio Manage and Clio Grow configuration, migrations, intake forms, KPI reporting and API automation.
- Lawmatics consultingIntake and conversion reporting, marketing attribution, webhooks and Lawmatics-to-Clio reporting.
- CosmoLex consultingReferral and financial reporting, read-only syncs and ProfitSolv Open API integrations.
- QuickBooks & IntuitIntuit developer integrations, financial dashboards and QuickBooks data beside Clio billing.
- API & custom developmentCustom API integrations, webhooks, syncs and staff tools, with code kept in GitHub.
Your question may not be on this list. The most useful projects often start with one nobody has asked before.
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